Nonprofit · EIN 91-6060979
WASHINGTON COUNTIES INSURANCE FUND
Tax-exempt · TUMWATER, WA 98512
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $59,435,219 | $58,735,626 | $699,593 | $14,333,334 | $3,669,210 | $10,664,124 |
| December 31, 2023 | 990 | $52,718,477 | $52,541,306 | $177,171 | $12,044,303 | $2,356,607 | $9,687,696 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $58,914,897
- Investment income
- $520,322
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $988,761
- Salaries, compensation and benefits (total)
- $1,168,655
- Professional fundraising fees
- $0
- Legal fees
- $9,805
- Accounting fees
- $11,167
- Occupancy
- $65,710
- Travel
- $58,371
- Depreciation
- $53,009
- Program services (functional)
- $58,735,626
Balance sheet and other
- Total assets, start of year
- $12,044,303
- Total assets, end of year
- $14,333,334
- Total liabilities, end of year
- $3,669,210
- Net assets, end of year
- $10,664,124
- Land, buildings and equipment
- $1,090,497
- Gross receipts
- $59,435,219
- Employees
- 12
- Volunteers
- 0
- Year formed
- 1959
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT JACKSON | EXECUTIVE DIRECTOR Officer | 40 | $169,639 |
| JANEE CARGILL | BENEFITS & WELLNESS DIRECTOR Officer | 40 | $119,556 |
| LISA SBAI | LEAD SENIOR ACCOUNT EXECUTIVE Officer | 40 | $111,466 |
| ROCHELLE TOLLIVER | MARKETING MANAGER Officer | 40 | $107,950 |
| ARNE MORTENSEN | TRUSTEE Trustee or director | 1 | $0 |
| GARY EDWARDS | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTINE ROLFES | TRUSTEE Trustee or director | 1 | $0 |
| ALICIA HARTNETT | TRUSTEE Trustee or director | 1 | $0 |
| KATIE JENSEMA | TRUSTEE Trustee or director | 1 | $0 |
| MARY BETH MERCER | TRUSTEE Trustee or director | 1 | $0 |
| AMBER HASLETT-KERN | TRUSTEE/ FINANCE MANAGER Trustee or director | 1 | $0 |
| TODD KIMBALL | TRUSTEE Trustee or director | 1 | $0 |
| SUSAN CLARK | TRUSTEE Trustee or director | 1 | $0 |
| GENE STRONG | TRUSTEE Trustee or director | 1 | $0 |
| KIM FOSTER | TRUSTEE Trustee or director | 1 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLINA MEJIA | TRUSTEE Trustee or director | 1 | $0 |
| RYAN RUNDELL | TRUSTEE Trustee or director | 1 | $0 |
| SEAN SWOPE | TRUSTEE Trustee or director | 1 | $0 |
| JOSHUA GRIFFITH | TRUSTEE Trustee or director | 1 | $0 |
| REID WELLS | TRUSTEE Trustee or director | 1 | $0 |
| JOHN SLAUGHTER | CHAIR Trustee or director | 1 | $0 |
| DAN COTHREN | TRUSTEE Trustee or director | 1 | $0 |
| LARRY GROVE | TRUSTEE Trustee or director | 1 | $0 |
| JESSICA WARREN | TRUSTEE Trustee or director | 1 | $0 |
| BRIDGET LOCKLING | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| AMBER PHINNEY | TRUSTEE Trustee or director | 1 | $0 |
| JEROME DELVIN | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL LARGENT | EX CHAIR Trustee or director | 1 | $0 |
| CARLEE NAVE | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER WATSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT JACKSON | EXECUTIVE DIRECTOR Officer | 40 | $158,659 | $25,362 |
| LISA GANCEL | FINANCE MANAGER Officer | 40 | $110,925 | $23,319 |
| JANEE CARGILL | FINANCE DIRECTOR Officer | 40 | $106,880 | $22,319 |
| LISA SBAI | FINANCE DIRECTOR Officer | 40 | $103,069 | $14,840 |
| ARNE MORTENSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LEXI WINGFIELD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GENE STRONG | EXECUTIVE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JEROME DELVIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMBER PHINNEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN SLAUGHTER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JESSICA WARREN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LARRY GROVE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAN COTHREN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL LARGENT | CHAIR Trustee or director | 1 | $0 | $0 |
| REID WELLS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSHUA GRIFFITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BAILEY WIEDMER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RYAN RUNDELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SEAN SWOPE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIM FOSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GREG TOMPKINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SUSAN CLARK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHERISH CRONMILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIDGET LOCKLING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY BETH MERCER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROB GELDER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALICIA HARTNETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINE ROLFES | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| GARY EDWARDS | CHAIR Trustee or director | 1 | $0 | $0 |
| CAROLINA MEJIA | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2620 RW JOHNSON BLVD SW, TUMWATER, WA 98512-5003
- Principal officer (990 for 2024)
- BRIDGET LOCKLING, 2620 RW JOHNSON RD SW, TUMWATER, WA 98512
- Signed the 990
- BRIDGET LOCKLING, INTERIM EXECUTIVE DIRECTOR
- Phone
- (360) 292-4473
- Website
- WCIF.NET
- Return prepared by
- JOHNSON STONE & PAGANO PS
Mission
PROVIDE INSURANCE BENEFITS FOR WASHINGTON COUNTIES' ELIGIBLE EMPLOYEES
Program accomplishments
- TO PROVIDE INSURANCE BENEFITS FOR WASHINGTON COUNTIES' ELIGIBLE EMPLOYEESExpenses $58,735,626 · revenue $58,914,897
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 91-6060979
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,333,334
- Income (IRS master file)
- $59,435,219
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $59,435,219 | $58,735,626 | $14,333,334 | XML |
| 990 | December 2023 | $52,718,477 | $52,541,306 | $12,044,303 | XML |
| 990 | December 2022 | $51,700,231 | $50,968,343 | $13,457,716 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-6060979).
Questions about WASHINGTON COUNTIES INSURANCE FUND
- What is the EIN of WASHINGTON COUNTIES INSURANCE FUND?
- The employer identification number (EIN) of WASHINGTON COUNTIES INSURANCE FUND is 91-6060979.
- Is WASHINGTON COUNTIES INSURANCE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1965.
- Are donations to WASHINGTON COUNTIES INSURANCE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WASHINGTON COUNTIES INSURANCE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WASHINGTON COUNTIES INSURANCE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WASHINGTON COUNTIES INSURANCE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WASHINGTON COUNTIES INSURANCE FUND?
- The 990 for the year ended December 31, 2024 names BRIDGET LOCKLING.
- Who are the officers and directors of WASHINGTON COUNTIES INSURANCE FUND?
- The 990 for the year ended December 31, 2024 lists 30 people; 4 received compensation from the organization, the highest $169,639 (ROBERT JACKSON, EXECUTIVE DIRECTOR).
- How much revenue does WASHINGTON COUNTIES INSURANCE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $59,435,219, expenses of $58,735,626 and total assets of $14,333,334 at year end.
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